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Work Background
Delek US Holdings, Inc.Manager of Investor Relations
Jan. 2023 - Dec. 2025• Conducted in-depth financial analyses to guide executive decision-making, ultimately strengthening market positioning. Fostered cross-departmental collaboration with FP&A, enhanced data transparency, and drove cohesive strategic planning efforts.
• Mentored team members on investor communication strategies, promoted a culture of continuous improvement.
• Key leader in investor relations. Revamped investor marketing materials and web presence, resulting in a more compelling narrative that attracted increased interest from shareholders. • Achieved $800K in savings by moving all IR functions in-house and increased investor engagements by nearly 10% through outreach and communication strategies.
FTI ConsultingDirector, Financial Communications
Jan. 2022 - Dec. 2023• Captured $1M+ in billable revenue by spearheading the design of an investor relations infrastructure for an $8B market cap utility. As interim VP of Investor Relations, my team and I developed comprehensive communications strategy, earnings process management, investor events and targeting, KPI’s and more. • Oversaw consulting teams in managing external communication strategies and strategic planning for multi-million-dollar client transactions. • Conducted in-depth market analysis to refine investor targeting processes, resulting in measurable improvements in client engagement and retention. Which included securing a large industrials client valued at $45B market cap.
ParallelSenior Investor Relations and Financial Analyst
Jan. 2021 - Dec. 2022• Captured $600K+ in OPEX savings by transitioning investor relations capabilities to in-house. Established the department’s communications framework, vendor strategy, peer and market intelligence review process, shareholder surveillance, and disclosure procedures while preparing the company for its upcoming IPO. • Assisted in generating 30% enterprise cost savings by aiding in the company’s restructuring initiative. While collaborating throughout the organization on due diligence to secure a $75M financial loan through the process. • Supported Parallel’s operating plan. Managing 50% of the department's financial reviews across multiple regions and cost centers. Identified opportunities for cost savings and produced rolling forecasts.
Pinnacle West Capital CorporationSenior Investor Relations Analyst
Jan. 2020 - Dec. 2021Phoenix, Arizona, United States• Analyzed valuation methodologies and peer metrics from sell-side models. Delivering key findings that strengthened the organization’s approach to capital market engagement.
• Coordinated with executive leadership to define and track KPIs. Enhanced transparency and fostered a culture of accountability within the investor relations team.
• Served as a primary contact for investors. Developed communication strategies and templates with my supervisor to improve investor relationship management.
True North StudioSenior Financial Analyst
Jan. 2019 - Dec. 2020Phoenix, Arizona, United States• Spearheaded the creation of comprehensive financial models. Developed operating budgets and crafted pro-forma models for million-dollar commercial projects. Led sensitivity analysis and stress test exercises to ensure financial goals were met. • Designed and implemented the investor CRM and marketing framework. Established a web presence, designed marketing templates, and served as the point of contact for inquiries. Cultivated long-term relationships and increased funding opportunities.
• Streamlined financial reporting processes, enhancing accuracy, and analyzed budget variances for senior staff to implement corrective actions and improve financial performance.
VanguardInvestment Analyst- Personal Advice
Jan. 2017 - Dec. 2019Scottsdale, Arizona• Conducted in-depth analysis of economic and market trends. Partnered with key internal stakeholders on product deployments and portfolio modelling strategies. Assessed suitability and conducted scenario analysis on client portfolios to ensure product placement achieved portfolio goals. • Maximized portfolio returns and realized forecasted millions in client cost savings by serving as project leader for the “Lead with ETFs” initiative. Worked collaboratively with several departments to create and deploy ETF models within client portfolios.
VanguardBrokerage Project Manager
Jan. 2017 - Dec. 2017Scottsdale, Arizona• Partnered with IT to implement solutions regarding client trade path issues. Improved the online experience of thousands of retail brokerage clients and increased NPS scores for the company. • Streamlined project workflows, achieved improved deliverable timelines, and enhanced overall operational efficiency. Developed KPIs and a department-wide dashboard to monitor progress towards brokerage business plan goals.
VanguardInvestment Analyst- Institutional Advice
Jan. 2014 - Dec. 2017Scottsdale, AZ• Maximized client retention and portfolio returns to retain millions in client assets. Used analytics platforms to perform ad-hoc analysis and prepare client presentations. • Transformed the trillion-dollar institutional business by leading a project to design a long-term strategic plan for the future of Vanguard’s recordkeeping business. Delivered a divestiture recommendation, which was implemented, and secured hundreds of millions in cost savings.
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